What You Need To Know Before Working With Us 

Whether this is your first or 50th rental, if you are looking to grow your portfolio and need someone strategic to help you take advantage of the tax saving strategies available as an investor, tax planning could be a powerful tool for you. 

Our clients range from new investors all the way up to large syndicators.  It's not about how much income you currently make. We work with investors and business owners looking to build wealth tax-efficiently. 

The planning does not include annual filing of tax returns nor monthly bookkeeping. Both services are available for a separate fee. 

To ensure optimal tax savings, we do not offer stand-alone tax filing services. As a tax planning client, you are eligible to receive a tax return fee quote after your strategy session. 

While we do specialize in real estate, we take your personal, business, and investments into account when developing your tax strategies.  When appropriate, our tax strategies will encompass all three areas of your life for a holistic approach.

Yes! Our firm works with clients nationwide. Regardless of what state you reside in or what states you invest in, we can help you with tax savings. In fact, where you live and invest can be an important part of maximizing your tax savings.

Most accountants simply charge you to file tax returns rather than to help you plan proactively to save on taxes. What we do is completely different than just filing taxes. When you work with our team of experts who specialize in real estate tax strategies, we can help uncover opportunities to allow you to save on taxes in the long run. Oftentimes, the cheaper option of just filing tax returns ends up costing you more money when you factor in the lost tax saving opportunities.